Wealthcare Advisory Partners LLC Reduced Holdings in Q1 2025

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
-71.7K
- 66.52%
$210.19 - $243.33 $15.1M - $17.5M
36.1K $7.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16.4K
- 13.03%
$507.05 - $563.67 $8.29M - $9.22M
109K $55.8M
NVDA
Nvidia Corp

Technology
-7.39K
- 1.76%
$106.98 - $149.43 $791K - $1.1M
413K $44.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
-195K
- 92.73%
$57.44 - $59.4 $11.2M - $11.6M
15.3K $904K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-18.5K
- 0.84%
$67.03 - $74.61 $1.24M - $1.38M
2.17M $147M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-58.7K
- 22.63%
$102.49 - $119.96 $6.02M - $7.05M
201K $20.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.9K
- 6.18%
$468.34 - $539.52 $2.76M - $3.18M
89.5K $42M
SPY
Spdr S&P 500 ETF Trust

ETFs
-795
- 0.46%
$551.42 - $612.93 $438K - $487K
173K $96.5M
MSFT
Microsoft Corp

Technology
-1.78K
- 1.9%
$375.39 - $447.2 $669K - $797K
91.9K $34.5M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-148K
- 61.46%
$26.82 - $28.5 $3.97M - $4.22M
92.9K $2.55M
CGGR
Capital Group Growth ETF Shs C

ETFs
-28.5K
- 3.13%
$33.98 - $39.84 $968K - $1.13M
880K $30.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-185K
- 7.67%
$24.73 - $25.62 $4.57M - $4.73M
2.22M $56.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
-63K
- 17.33%
$56.51 - $62.98 $3.56M - $3.97M
300K $18.3M
MUB
Ishares National Muni Bond ETF

ETFs
-11.4K
- 2.02%
$104.71 - $107.69 $1.19M - $1.23M
554K $58.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-110K
- 10.54%
$25.69 - $26.89 $2.83M - $2.96M
935K $25M
AVUV
American Centy ETF Tr Avantis

ETFs
-7.47K
- 5.66%
$84.95 - $100.62 $635K - $752K
125K $10.8M
NVO
Novo Nordisk A S

Healthcare
-21.1K
- 83.14%
$69.3 - $90.95 $1.46M - $1.92M
4.29K $297K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-20K
- 23.88%
$61.55 - $71.27 $1.23M - $1.43M
63.9K $4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-12.4K
- 18.42%
$89.18 - $104.04 $1.11M - $1.29M
55K $5.04M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-29.4K
- 13.25%
$44.96 - $47.9 $1.32M - $1.41M
192K $8.72M
APO
Apollo Global Management, Inc.

Financial Services
-3.04K
- 7.41%
$126.01 - $172.06 $382K - $522K
37.9K $5.19M
TFC
Truist Financial Corp

Financial Services
-22.7K
- 8.95%
$39.48 - $48.15 $896K - $1.09M
231K $9.49M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-846
- 0.09%
$44.7 - $49.05 $37.8K - $41.5K
904K $40.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.67K
- 52.25%
$497.6 - $606.74 $1.33M - $1.62M
2.44K $1.21M
SCHO
Schwab Short Term Us Treasury

ETFs
-58.5K
- 44.5%
$24.1 - $24.34 $1.41M - $1.42M
73K $1.78M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-17.3K
- 43.56%
N/A
22.4K $1.68M
VUG
Vanguard Growth ETF

ETFs
-431
- 1.53%
$369.1 - $427.61 $159K - $184K
27.7K $10.2M
IWM
Ishares Russell 2000 ETF

ETFs
-3.72K
- 15.1%
$198.1 - $229.79 $736K - $854K
20.9K $4.19M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-18.9K
- 23.28%
$36.64 - $45.76 $691K - $863K
62.1K $2.33M
VNQ
Vanguard Specialized Funds Van

ETFs
-14.9K
- 8.17%
$85.55 - $94.34 $1.28M - $1.41M
168K $15.1M
XLE
Energy Sector Spdr

ETFs
-17.8K
- 25.43%
$85.7 - $93.96 $1.53M - $1.67M
52.2K $4.82M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.8K
- 11.27%
$183.02 - $207.75 $695K - $789K
29.9K $5.55M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30.2K
- 28.75%
$37.07 - $40.63 $1.12M - $1.23M
74.9K $2.96M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.44K
- 3.62%
$80.73 - $94.96 $278K - $326K
91.7K $7.53M
IFRA
Ishares Tr

ETFs
-16.7K
- 9.49%
$44.8 - $49.25 $750K - $824K
160K $7.19M
SUB
Ishares Short Term National Mu

ETFs
-8.84K
- 12.1%
$105.3 - $106.24 $931K - $939K
64.3K $6.78M
SOXX
Ishares Semiconductor ETF

ETFs
-3.36K
- 30.65%
$188.17 - $235.81 $632K - $792K
7.6K $1.43M
ONON
On Holding Ag

Consumer Cyclical
-11.8K
- 33.07%
$43.92 - $63.62 $520K - $753K
24K $1.05M
PFE
Pfizer Inc

Healthcare
-27.6K
- 17.83%
$25.01 - $27.13 $692K - $750K
127K $3.23M
SPYG
Spdr Portfolio

ETFs
-644
- 0.64%
$80.05 - $92.39 $51.6K - $59.5K
100K $8.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.96K
- 47.75%
$65.15 - $91.81 $453K - $639K
7.62K $496K
RZV
Invesco Fd Tr

ETFs
-53
- 0.1%
$96.48 - $115.16 $5.11K - $6.1K
55.4K $5.47M
FVD
First Tr Value Line Divid Inde

ETFs
-17.1K
- 12.76%
$42.61 - $45.51 $730K - $780K
117K $5.18M
CRM
Salesforce, Inc.

Technology
-376
- 4.27%
$268.36 - $359.95 $101K - $135K
8.43K $2.26M
GNR
Spdr S&P Global Natural Resour

ETFs
-14.3K
- 57.29%
$50.12 - $54.48 $716K - $778K
10.6K $568K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-699
- 1.21%
$168.16 - $186.21 $118K - $130K
57.1K $9.69M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.32K
- 55.19%
$161.05 - $222.93 $373K - $517K
1.88K $345K
CAT
Caterpillar Inc

Industrials
-245
- 1.65%
$326.75 - $407.63 $80.1K - $99.9K
14.6K $4.81M
PSCT
Invesco S&P Smallcap Informati

ETFs
-9.46K
- 38.28%
$40.08 - $50.4 $379K - $477K
15.3K $615K
Activity Summary
Buys All Purchases 535 New Holdings 70 Increased Positions 465 Sells All Sells 330 Reductions 330 Sold out 0 Options Calls 0 Puts 0
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